Managing and Configuring Personal Page Tiles - Unity Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Unity Client

Platform
OnBase
Product
Unity Client
Release
Foundation 23.1
License
Standard
Premier
Essential

To configure settings for a Personal Page tile:

  1. Click the Configure button on the tile you want to configure.
  2. The General Options dialog box is displayed. On the General tab, the following configurable options are available:

    Option

    Description

    Title

    Modify the title that is displayed on the tile.

    Note:

    This field is limited to 255 characters.

    Description

    Modify the description that is displayed on the tile.

    Note:

    This field is limited to 255 characters.

    Color

    Modify the color of the tile displayed on the Personal Page.

  3. For Custom Query results list tiles, the Custom Query tab is displayed. You can modify the form field values and search terms used to return the Custom Query results displayed on the list tile. You can include additional instances of a Keyword Type or use wildcard characters or Boolean operators to narrow the search.
    Note:

    To modify the form field values of an HTML Form Custom Query Results tile, a new tile with the updated form field values must be created.

    When you are finished modifying form field values, click Search to run the Custom Query and validate the results.

  4. When you are finished configuring the tile, click OK to save your changes. Click Cancel to cancel.